Highly-motivated leader with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Excellent communication with both internal and external stakeholders, and experienced in both hiring and onboarding new agents while assisting in the creation of effective marketing plans.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Sales Agent
Comparion Insurance, a Liberty Mutual Company
Independence, OH
01.2008 - Current
Assisted new and existing employees with development of personal marketing strategies to achieve maximum exposure within their targeted client base.
Aided peers through the change curve during the transition of a captive agency model to an independent agency model by supporting and teaching them the carrier sites and providing specific appetite and marketing requirements for individual carriers.
Shared expertise pertaining to Liberty Mutual Systems including billing systems, quoting systems, as well as the various systems associated with the Comparion expansion such as Travelers, Progressive, Nationwide, Hippo, etc.
Identified system shortcomings and faults and created acceptable workarounds, while also alerting colleagues and key internal stakeholders to improve the quoting and servicing processes.
Mentored new sales team members on company standards, customer service techniques and effective sales and marketing strategies.
Built and maintained new and established client relationships with exceptional communication, personalized interactions and friendly attentive service with a focus on integrity and high ethical standards
Established exemplary skills in verbal and written communication and active listening through working closely with customers and sales support staff.
Account Manager - B2B Business Development
American Red Cross Greater Cleveland Chapter
Cleveland , OH
02.2003 - 12.2007
Managed and coordinated a 5 person sales support team responsible for client support, scheduling and monthly sales goals.
Managed sales funnel effectively and forecasted requirements across multiple industry accounts.
Utilized CRM database to track referral and appointment data.
Resolved customer complaints regarding sales and service.
Directed and coordinated products, services, and sales activities.
Reviewed operational records and reports to project sales and determine profitability.
Prepared budgets and approved budget expenditures.
Created sales forecasts and schedules to reflect desired productivity targets.
Enhanced sales volume through skilled support to both new and inactive customers.
Created a monthly Newsletter to keep sales team engaged and motivated.
Education
MBA - Business Administration And Management
Lake Erie College
Painesville, OH
05.2007
Bachelor of Science - Business Administration And Management
Lake Erie College
Painesville, OH
05.2002
Skills
Utilize Performance Marketing Metrics to create effective communications plans
Staff Training and Motivation
Problem Resolution
Relationship Building
Training & Development
New Hire Recruiting and Onboarding
Budgeting and Expenditures
Operating Procedures and Policies
Microsoft Teams and Zoom proficient
Accomplishments
Promoted to Senior Sales Agent by exceeding sales quotas and earned income goals.
Identified and assisted in breaking up a multistate fraud ring that saved the company Upwards of $500k in premium leakage.
Identified an error within the lead management system impacting sales agents throughout the entire organization leading to improved customer retention, increased sales, and enhanced customer and agent experience as well saving the organization an unquantifiable amount of lost revenue.
Achieved Pacesetter, Pacesetter Plus, and Pursuit of Excellence awards and recognition.
Awarded the Liberty Mutual Insurance Lamplighter Award.
Achieved membership in the prestigious Liberty Mutual Leaders Club.
Certification
Life Underwriter Training Council Fellow (LUTCF) This professional designation was achieved in 2011 through the American College.
New Hire Sales Coach Certified, Liberty Mutual Insurance - 2016-Present
Timeline
Senior Sales Agent
Comparion Insurance, a Liberty Mutual Company
01.2008 - Current
Account Manager - B2B Business Development
American Red Cross Greater Cleveland Chapter
02.2003 - 12.2007
MBA - Business Administration And Management
Lake Erie College
Bachelor of Science - Business Administration And Management
Lake Erie College
Life Underwriter Training Council Fellow (LUTCF) This professional designation was achieved in 2011 through the American College.
New Hire Sales Coach Certified, Liberty Mutual Insurance - 2016-Present
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